Get Long and Get Loud
It is a wonderful expression. It represents the oldest trick in the book. First you load yourself with the very best investment idea that you can find. Then you tell everyone (who cares to listen) that this is indeed the best idea you have ever come across. It happens over and over again and since we are all human beings, we often fall for it. Take China. We are struggling to find any bears on China (other than ABN-Amro Bank, Marc Faber and perhaps one or two others if we really push ourselves). Why are we so concerned about China? Isn’t it the land of opportunity? Isn’t it the country that keeps the world from slumping back into recession? Perhaps, but there are signs on the horizon that the good days are coming to at least a temporary end.
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Investment Megatrends
Our investment philosophy, and everything we do at ARP, is driven by the long-term Investment Megatrends which are identified and routinely debated by our investment team.
Related Investment Megatrends
Our investment philosophy, and everything we do at ARP, is driven by the long-term Investment Megatrends which are identified and routinely debated by our investment team. Read more about related Megatrend/s for this article: